-79.5%
DIBS vs VOO
+93.3%
-172.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.4% |
| 7D | -3.5% | +3.3% | -6.7% | -6.4% |
| 30D | +53.4% | -2.7% | +56.1% | +56.3% |
| 3M | +20.2% | -1.7% | +21.9% | +21.3% |
| 6M | +30.7% | +3.1% | +27.6% | +25.4% |
| YTD | -2.7% | +11.9% | -14.6% | -14.2% |
| 1Y | +17.8% | +12.1% | +5.7% | +3.8% |
| 3Y | +23.3% | +78.6% | -55.3% | -34.5% |
| 5Y | -61.1% | +73.8% | -134.9% | -78.3% |
| All | -79.5% | +93.3% | -172.8% | -87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling